CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,669
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$8.95M
3
+$7.58M
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$6.66M
5
BND icon
Vanguard Total Bond Market
BND
+$4.28M

Top Sells

1
+$7.69M
2
+$5.84M
3
+$3.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.62M

Sector Composition

1 Technology 4.33%
2 Industrials 2.42%
3 Consumer Discretionary 2.32%
4 Financials 2.24%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$8.78K ﹤0.01%
107
+56
1127
$8.76K ﹤0.01%
252
+55
1128
$8.71K ﹤0.01%
210
+3
1129
$8.71K ﹤0.01%
666
1130
$8.7K ﹤0.01%
134
1131
$8.68K ﹤0.01%
40
1132
$8.68K ﹤0.01%
131
1133
$8.67K ﹤0.01%
557
-79
1134
$8.64K ﹤0.01%
125
1135
$8.62K ﹤0.01%
950
1136
$8.59K ﹤0.01%
330
-100
1137
$8.58K ﹤0.01%
236
-28
1138
$8.54K ﹤0.01%
39
1139
$8.51K ﹤0.01%
254
-238
1140
$8.51K ﹤0.01%
170
1141
$8.5K ﹤0.01%
219
1142
$8.49K ﹤0.01%
600
1143
$8.47K ﹤0.01%
300
1144
$8.46K ﹤0.01%
97
1145
$8.44K ﹤0.01%
91
1146
$8.43K ﹤0.01%
234
1147
$8.42K ﹤0.01%
26
1148
$8.31K ﹤0.01%
110
-1,255
1149
$8.29K ﹤0.01%
+290
1150
$8.2K ﹤0.01%
224
+2
44 45
46
47 48